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Broadcom

1,723 hedge funds and large institutions have $159B invested in Broadcom in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 869 increasing their positions, 525 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 75

66% more repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 525

2% more funds holding

Funds holding: 1,6921,723 (+31)

2% more capital invested

Capital invested by funds: $156B → $159B (+$2.87B)

9% less funds holding in top 10

Funds holding in top 10: 8577 (-8)

14.07% less ownership

Funds ownership: 829.17%815.1% (-14%)

38% less call options, than puts

Call options by funds: $2.54B | Put options by funds: $4.1B

Holders
1,723
Holders Change
+31
Holders Change %
+1.83%
% of All Funds
29.99%
Holding in Top 10
77
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.41%
% of All Funds
1.34%
New
128
Increased
869
Reduced
525
Closed
75
Calls
$2.54B
Puts
$4.1B
Net Calls
-$1.56B
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1001
BCM Advisors
Louisiana
$1.18M
MIM
1002
Moseley Investment Management
Florida
$1.17M -$91.3K -1,970 -7%
CRC
1003
Curi RMB Capital
Illinois
$1.17M
BAIA
1004
Bel Air Investment Advisors
California
$1.17M +$244K +5,270 +27%
PIM
1005
Perpetual Investment Management
Australia
$1.17M -$4.95M -106,890 -81%
PR
1006
Payden & Rygel
California
$1.17M -$32.2M -694,000 -97%
LOAMS
1007
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M +$94.5K +2,040 +9%
EGM
1008
Engineers Gate Manager
New York
$1.16M -$12.3M -264,660 -92%
TIA
1009
Trust Investment Advisors
Indiana
$1.16M +$28.7K +620 +3%
KPW
1010
Kore Private Wealth
New York
$1.15M +$198K +4,270 +22%
IWC
1011
Integrated Wealth Concepts
Massachusetts
$1.15M +$17.1K +370 +2%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$1.14M +$35.2K +760 +3%
WANY
1013
Wealthspire Advisors (New York)
New York
$1.14M -$3.19M -68,750 -74%
SAM
1014
Sabadell Asset Management
Spain
$1.14M +$1.11M +23,920 New
AWE
1015
Avidian Wealth Enterprises
Texas
$1.14M +$71.4K +1,540 +7%
EWM
1016
Evercore Wealth Management
New York
$1.14M -$28.7K -620 -3%
LCP
1017
Legacy Capital Partners
Wisconsin
$1.14M +$148K +3,200 +15%
WPA
1018
West Paces Advisors
Georgia
$1.12M -$30.6K -660 -3%
LWAC
1019
Laurel Wealth Advisors (California)
California
$1.12M -$14.8K -320 -1%
EP
1020
Eudaimonia Partners
Tennessee
$1.12M +$61.2K +1,320 +6%
AIC
1021
Archer Investment Corporation
Indiana
$1.12M
EDRH
1022
Edmond de Rothschild Holding
Switzerland
$1.11M -$1.56M -33,760 -59%
OIM
1023
Orca Investment Management
Oregon
$1.11M +$109K +2,360 +11%
FP
1024
Financial Perspectives
Minnesota
$1.11M -$494M -10,670,240 -100%
SIM
1025
Sentry Investment Management
Wisconsin
$1.11M -$841K -18,160 -44%

AVGO Hedge Fund Activity: Q2 2021 in Review

1,723 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2021, worth a combined $159B — up 1.8% from $156B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new AVGO positions and 75 closed out — a net gain of 53 holders — while 869 added to existing stakes and 525 trimmed.

The largest buyer was Capital International Investors, adding an estimated $327M. The largest seller was Capital Research Global Investors, cutting an estimated $1.34B.

  • 1,723 institutional investors held Broadcom (AVGO) as of Q2 2021, up from 1,692 in Q1 2021.
  • Funds reported $159B of Broadcom stock for Q2 2021, up 1.8% quarter-over-quarter.
  • 128 funds opened new Broadcom positions in Q2 2021 and 75 closed out, a net change of +53 holders.
  • The largest Broadcom buyer in Q2 2021 was Capital International Investors, an estimated $327M added.
  • The largest Broadcom seller in Q2 2021 was Capital Research Global Investors, an estimated $1.34B sold.

Based on aggregated 13F filings for Q2 2021.